401k Engineers
35yrs
Top advisor by experience in Tracy
10yrs
James Li
Financial advisor at Strategic Advisers
Based in Tracy, California, James Li is a fiduciary financial advisor with 10 years of industry experience. James joined Strategic Advisers in 2025, after three years at Fidelity Personal and Workplace Advisors and less than a year at Citigroup Global Markets. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 28 advisors with offices in Tracy, and one of 27 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?More experience than 58% of advisors at Strategic Advisers
OfficeTracy, CA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Mar 2022 – Jun 2022Citigroup Global Markets Inc.Previously
- 2019 – 2022MerrillPreviously
Contact James
Tracy, CAOffice · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MAIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask James
Tailored to James’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Strategic Advisers at (617) 563-7000 and ask for James Li. James works from the Tracy, CA office.
How long has James been a financial advisor?
James has been in the industry since 2017, about 10 years. More experience than 58% of advisors at Strategic Advisers.
What licenses does James hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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